Greenburgh Teachers Federation
Financial Planning Essentials

Wednesday, May 10, 2023
5:30PM  Register Now

It’s never too early or too late to plan for your financial future. As Greenburgh Teachers Federation members and eligible employees, there are many different avenues to explore regarding which financial strategies are best suited to your specific needs and lifestyle. The sooner you can educate yourself about the strategies available to you, the more time you will have to implement them and build the future that you want.

Attend this webinar to learn more about:

  • Budgeting and ways to improve a Credit Score
  • Tax-advantaged ways to save for College
  • Tax-advantaged ways to save for Retirement
  • Investing choices within a Retirement Plan
  • The importance of a sound investment strategy
  • Types of Insurance you should consider
  • Your Pension
  • Your Social Security Benefit
  • Taxation of Pension, Social Security, and Retirement Plan withdrawals
  • The importance of an Estate Plan

Please join us for this exciting webinar in order to learn tips, tricks, and advice on how to be best prepared when making important financial decisions.

Meet the Financial Planners from Stacey Braun Associates

Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™

Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™

David Bonington
Masters in Finance
Certified Financial Planner™

Stacey Braun Associates is the provider of the Greenburgh Teachers Federation Welfare Fund’s financial planning program. Stacey Braun Associates does not earn money from commissions. The only thing the firm’s planners “sell” is advice, which is paid for by the Greenburgh Teacher’s Federation Welfare Fund.